An individual who has reached age 60 and leaves a paid job, can generally start a retirement phase...

When an SMSF receives an insurance payout under an income protection policy, the insured member...

All SMSFs are legally required to do full financial statements, complete with an up to date value...

For someone impacted by the extra tax on those with more than $3m in super (known as Division 296...

It’s my mother’s birthday this month. And while she’s not turning 65, this did make me think about...

There are obviously still some unknowns. Will the Government re-introduce precisely the same...

Not surprisingly, we’ve seen a large increase in the number of members with market linked pensions...

When couples separate, the law allows them to split up their super (ie, effectively give some of...

It’s been nearly 4 months since super laws were changed to allow the commutation of legacy...

Another budget has landed. And whilst you don’t expect a pre-election budget to include major...

The December 2024 changes opened the door for many SMSFs to allocate all of their reserves without...

The 7 December 2024 changes to the treatment of reserve allocations certainly provide some...